Working with the report Filters pane

When a colleague shares a report with you, be sure to look for the Filters pane. Sometimes it's collapsed along the right edge of the report. Select it to expand it.

The Filters pane contains filters that were added to the report by the report designer. Consumers like you, can interact with the existing filters and save your changes, but cannot add new filters to the report. For example, in the screenshot above the designer added two page level filters: Segment and Running Year. You can interact and change these filters, but you cannot add a third page level filter.

In the Power BI service, reports retain any changes you make in the Filters pane, and those changes are carried through to the mobile version of the report. To reset the Filter pane to the designer's defaults, select Reset to default from the top menubar.

View all the filters for a report page

The Filters pane displays all filters added to the report by the designer. The Filters pane is also the area where you can view information about the filters and interact with them. You can save the changes you make or use the Reset to default to revert to the original filter settings.

If there are changes you'd like to save, you can also create a personal bookmark. For more information, see Add a bookmark to a report.

There are several types of report filters that are displayed and managed from the Filters pane. , those applied to a visual, to a report page, and to the entire report.

In this example, we've selected a visual that has 2 filters. The report page also has filters, listed under the Filters on this page heading. And the entire report has a filter for Date.

Some of the filters have the word All next to them and this means that all values are being included in the filter. For example, Segment(All) in the screenshot above tells us that this report page includes data about all the product segments. On the other hand, the page level filter of Region is West tells us that the report page only includes data for the West region.

Anyone viewing this report can interact with these filters.

Search in a filter

Sometimes a filter can have a long list of values. Use the search box to find and select the value you want.

Display filter details

To understand a filter, take a look at the available values and counts. View the details of the filter by hovering and selecting the arrow next to the filter name.

Change filter selections

One way to search for data insights is to interact with the filters. You can change filter selections using the dropdown arrow next to the field name. Depending on the filter and type of data being filtered, your options will range from simple selections from a list to identifying ranges of dates or numbers. In the advanced filter below, we've changed the filter Total Units YTD on the treemap to be between 2,000 and 3,000. Notice that this removes Prirum from the treemap.

Tip

To select more than one filter value at a time, hold down the CTRL key. Most filters support multi-select.

Reset filter to default

If you want to back out of all changes you've made to the filters, select Reset to default from the top menubar. This reverts the filters to their original state, as set by the report designer.

Clear a filter

If there's just one filter that you'd like to set to (All), clear it by selecting the eraser icon next to the filter name.